eCRM is an ideal solution for geographically dispersed organisations that are committed to maintaining the highest level of data integrity in their CRM system.
- Contact Management Tools
- Extensive Data Capture
- Search Tools
- Daily Summary
- Related Items Summary
- Account Views
- Customer & Supplier Self Service
- Secured Data
- Leading Edge Technology
Contact Management Tools
Using eCRM, every member has the ability to add, define and maintain contacts in the Greentree CRM database. Each record can be defined as either an 'organisation' or a 'contact', and the relationships between each can be documented. Inter-relationships can also be defined between organisations, such as parent companies, and between contacts, such as manager/sub-ordinate. In fact, complete organisational hierarchies can be captured using eCRM.
Extensive Data Capture
Users of eCRM will be able to input all of the necessary information to create a complete snapshot of each organisation or contact. These details may include CRM code, status, addresses, phone numbers, relationships to other contacts or organisations, credit information and many more. This information is laid out in logical groupings, making each record simple to navigate via the standard tabs.
Finding an organisation or contact within eCRM is made easy by the search and filter capabilities in the system. Users can search for contacts using freeform strings in tandem with a number of filters that include names, phone numbers, email addresses, relationship type, status and more.
Each time a user logs into eCRM, they are presented with their daily summary. The daily summary sets out a user's tasks for that day, and those that are upcoming. Users can either show or hide all the tasks within a particular category. When the expanded view is shown, users can drill down through each line to view the item in more detail. The tasks that can be shown in the daily summary include appointments, follow-ups, communications, leads, quotes, calls and service requests, or your own custom data or web links.
Related Items Summary
For each contact or organisation, a user can view a list of all of the associated items that are linked to the record in question. Related items may include leads, quotes, communications, follow-ups, service requests and calls. The related items can be sorted by any column heading, and can be drilled into to retrieve the complete, original record.
eCRM draws on the data contained in Greentree CRM and also the Accounts Payable and Accounts Receivable module to build a view of the customer or suppliers account status. This information included in the account summary covers AR and AP invoices, sales orders and purchase orders that are associated with the customer or supplier. Users can drill down to original records and also generate a customisable aging analysis.
Customer & Supplier Self Service
eCRM also facilitates self service for your suppliers and customers. Each one can login securely, and view their account status, current invoices, payments and orders, which eases the burden on administrative staff.
Given that eCRM is a portal to Greentree CRM, all existing security restrictions in place are respected when accessing the data via eCRM. Essentially, each user has exactly the same rights and privileges to records whether they are using CRM or eCRM.
Leading Edge Technology
eCRM utilises web-based protocols and a "web services" engine to manage communications between the main Greentree database and external web-based systems via a SOAP/XML transport protocol.